Charitable Giving
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.
Income Tax
Year-End Tax Planning
As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can’t know where to go next if you don’t know where you are now.
Income Tax Planning and 529 Plans
The income tax benefits offered by 529 plans make these plans attractive to parents (and others) who are saving for college or K-12 tuition. Qualified withdrawals from a 529 plan are tax free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan.
DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL
Ensure you understand the available financing options.
A/D Juicebox A Year In Review; A Year Ahead (Dec 15th)
We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates.
In Case You Blinked
If you are planning on maximizing your retirement plan contributions again next year or for the first time, there are some cost of living increases that will go in effect. Be sure to increase your contribution level accordingly.
CELEBRATE SMALL BUSINESS SATURDAY
November 27, 2021, marks the 12th annual celebration of small, neighborhood businesses
NOVEMBER IS LONGTERM CARE AWARENESS MONTH
ADVANCED PLANNING CAN HELP ALLEVIATE SOME OF THE PHYSICAL, EMOTIONAL, AND FINANCIAL CHALLENGES ASSOCIATED WITH THOSE REQUIRING LONG-TERM CARE.
Long-Term Care Costs & Choices
You or someone you love may need long-term care at some point in your life. Planning ahead can help ease your concerns about the cost of care.
FINANCIAL PLANNING FOR WOMEN
There are important planning considerations for women to help them reach their financial goals.
